See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,136 | $181,894-24.6% | $156,549-12.4% | $273,961-49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.69% | 30.74%-28.0pp | 32.23%-29.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $6,148 | $6,248-1.6% | $5,501+11.8% | $4,869+26.3% |
| Participant deferral / active EE | $9,193 | $5,550+65.6% | $4,871+88.7% | $5,287+73.9% |
| Admin fee / account holder | $2,078 | $15,559-86.6% | $13,027-84.0% | $10,132-79.5% |